SEC 13F Intelligence

Managers / Q1 2020 · view latest →

EII CAPITAL MANAGEMENT, INC.

CIK 0000911088 · 135 EAST 57TH STREET, 8TH FLOOR, NEW YORK, NY, 10022 · 212-735-9500

Reported Value
$151M
Q1 2020
Positions
210
Filings on Record
12
2019–present window
Filed
May 20, 2020
original filing

Summary

Eii Capital Management, Inc. reported $151M in U.S.-listed holdings across 210 positions for Q1 2020.

Its largest position, PLD, represents 6.2% of the portfolio.

Compared with Q4 2019, the fund opened 7 new positions and exited 6.

Portfolio Metrics

Turnover
+1.9%
vs prior filed quarter
Top-10 Concentration
+27.5%
share of reported value
Largest Position
+6.2%
Prologis Inc Com
New / Exited
7 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $182MQ1 ’19Q2 ’19: $187MQ3 ’19: $366MQ3 ’19Q4 ’19: $358MQ1 ’20: $151MQ1 ’20Q2 ’20: $153MQ3 ’20: $157MQ3 ’20Q4 ’20: $177MQ1 ’21: $192MQ1 ’21Q2 ’21: $213MQ3 ’21: $211MQ3 ’21filingsflow.com

Portfolio Composition

By security type
REIT: 72.6%PUBLIC: 21.6%Other: 3.0%Common Stock: 2.6%ETP: 0.2%Other: 0.0%
  • REIT · 72.6% · $110M
  • PUBLIC · 21.6% · $33M
  • Other · 3.0% · $5M
  • Common Stock · 2.6% · $4M
  • ETP · 0.2% · $282,000
  • Other · 0.0% · $14,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BROOKFIELD PROPERTY PARTNERS LP 5.75 PERPNEW+25.0K25.0K+$350,000$350,000
DIVERSIFIED HEALTHCARE TRUST 5.625 NOTES -01.08.NEW+15.0K15.0K+$240,000$240,000
WYWEYERHAEUSER COMPANYNEW+10.9K10.9K+$184,000$184,000
DIVERSIFIED HEALTHCARE TRUST 6.25 NOTES -01.08.4NEW+9.5K9.5K+$155,000$155,000
HLTHILTON WORLDWIDE HOLDINGS INCNEW+1.9K1.9K+$130,000$130,000
MARMARRIOTT INTERNATIONAL, INC. CLASS ANEW+1.6K1.6K+$122,000$122,000
AHRTARMADA HOFFLER PROPERTIES, INC.NEW+10.6K10.6K+$114,000$114,000
HERSHA HOSPITALITY TRUST 6.50 PFD EADDED+2.1K2.7K+$2,000$17,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2020

209 positions (from 210 filing rows — )
#IssuerClass% PortfolioValueShares
1PLDPROLOGIS INC COMhistory →Stock6.21%$9M116.7K
2EQREQUITY RESIDENTIAL SH BEN INhistory →Stock3.18%$5M77.8K
3DLRDIGITAL REALTY TRUST INChistory →Stock3.10%$5M33.7K
4PSAPUBLIC STORAGE COMhistory →Stock2.64%$4M20.1K
5AREALEXANDRIA REAL ESTATEhistory →Stock2.48%$4M27.4K
6AVBAVALONBAY CMNTYS INC COMhistory →Stock2.31%$3M23.7K
7WELLWELLTOWER INChistory →Stock2.21%$3M72.9K
8SPGSIMON PPTY GROUP INC NEW COMhistory →Stock1.86%$3M51.2K
9MAAMID AMER APT COMMhistory →Stock1.81%$3M26.6K
10EXREXTRA SPACE STORAGE INChistory →Stock1.71%$3M27.0K
11BXPBOSTON PROPERTIES INC COMhistory →Stock1.64%$2M26.9K
12DUKE REALTY CORPStock1.59%$2M74.0K
13KRCKILROY RLTY CORPhistory →Stock1.57%$2M37.1K
14TAUBMAN CTRS INC PFD-JPreferred1.51%$2M104.8K
15OREALTY INCOME CORP COMhistory →Stock1.49%$2M45.0K
16INVHINVITATION HOMES INChistory →Stock1.48%$2M104.7K
17FRFIRST INDUSTRIAL RLTYhistory →Stock1.35%$2M61.3K
18ESSESSEX PPTY TR INC COMhistory →Stock1.31%$2M9.0K
19SUISUN COMMUNITIEShistory →Stock1.30%$2M15.7K
20ELSEQUITY LIFESTYLE PPTYS COMhistory →Stock1.27%$2M33.4K
21LIFE STORAGE INC COMStock1.24%$2M19.8K
22VTRVENTAS INChistory →Stock1.14%$2M64.3K
23VICIVICI PROPERTIES INChistory →Stock1.12%$2M102.1K
24MONMOUTH REAL ESTATE INVT CORP PFD SER CPreferred1.04%$2M70.0K
25DOCHEALTHPEAK PROPERTIES INC.history →Stock1.02%$2M64.6K
26VORNADO RLTY TR 5.25 PFD SR MPreferred0.99%$1M76.5K
27SL GREEN RLTY CORP PFD SER IPreferred0.98%$1M64.8K
28GLPIGAMING & LEISURE PPTYS INC COMStock0.98%$1M53.2K
29MID AMER APT CMNTYS INC PFD SER I 8.5Preferred0.96%$1M24.4K
30WPCWP CAREY INCStock0.95%$1M24.7K
31FEDERAL REALTY INVT TRStock0.94%$1M19.1K
32INVESTORS REAL ESTATE TRUST 6.625 CUM RED PERP PPreferred0.94%$1M57.4K
33NNNNATIONAL RETAIL PPTYS INC COMStock0.92%$1M43.2K
34AMHAMERICAN HOMES 4 RENT CL AStock0.86%$1M56.2K
35AMERICAN HOMES 4 RENT RED PFD SER DPreferred0.86%$1M55.3K
36COLDAMERICOLD REALTY TRUSTStock0.83%$1M37.0K
37STORE CAP CORP COMStock0.82%$1M68.6K
38CPTCAMDEN PPTY TR SH BEN INTStock0.80%$1M15.2K
39UDRUDR INC COMStock0.79%$1M32.6K
40VEREIT INC PFD SER FPreferred0.79%$1M53.8K
41HIWHIGHWOODS PPTYS INC COMStock0.78%$1M33.1K
42AMERICAN CAMPUS COMMUNITIESStock0.75%$1M40.8K
43TAUBMAN CTRS INC PFD SER KPreferred0.71%$1M48.5K
44STAGSTAG INDL INC COMStock0.70%$1M46.8K
45DIGITAL RLTY TR INC CUM REDMBL PFD JPreferred0.68%$1M43.5K
46SUMMIT HOTEL PPTYS PFD SER E 6.25Preferred0.67%$1M76.8K
47REGREGENCY CTRS CORP COMStock0.65%$984,00025.6K
48HSTHOST HOTELS & RESORTS INC COMStock0.63%$945,00085.6K
49REXFORD INDL RLTY INC RED PFD SER APreferred0.61%$923,00039.8K
50PUBLIC STORAGE 5.6 PFD HPreferred0.59%$892,00035.0K
51REXRREXFORD INDL RLTY INC COMStock0.59%$891,00021.7K
52HUDSON PACIFIC PROPERTIESStock0.58%$871,00034.3K
53EPR PROPERTIES PFD SER G 5.75Preferred0.57%$861,00055.4K
54URSTADT BIDDLE PPTYS INC REDEEMABLE PFD SER KPreferred0.56%$853,00050.5K
55CYRUSONE INCStock0.56%$853,00013.8K
56PS BUSINESS PARKS INC DEPOSITARY SHS PFD ZPreferred0.56%$849,00040.7K
57HEALTHCARE TRUST OF AME-CL AStock0.55%$825,00034.0K
58APARTMENT INVT AND MGMT COStock0.55%$824,00023.4K
59DEIDOUGLAS EMMETT INCStock0.54%$823,00027.0K
60AMERICAN HOMES 4 RENT CUM RED PFD SHSPreferred0.54%$819,00034.7K
61MPTMEDICAL PPTYS TR INC COMStock0.54%$816,00047.2K
62EQIXEQUINIX INCStock0.54%$814,0001.3K
63VNOVORNADO RLTY TRStock0.53%$798,00022.1K
64SPIRIT REALTY CAPITAL PFD A 6Preferred0.51%$773,00036.4K
65SL GREEN RLTY CORP COMStock0.49%$737,00017.1K
66EGPEASTGROUP PPTY INC COMStock0.49%$733,0007.0K
67CUZCOUSINS PPTYS INC COMStock0.47%$715,00024.4K
68COLONY CAPITAL INC 7.15 CUM CONV RED PERP PFD REPreferred0.47%$708,00077.0K
69CUBECUBESMART COMStock0.44%$670,00025.0K
70PS BUSINESS PKS INC CALIF 5.25 PFD XPreferred0.44%$667,00029.0K
71TRNOTERRENO REALTY CORPStock0.44%$665,00012.9K
72VEREIT INCStock0.44%$662,000135.3K
73UMH PROPERTIES INC PFD CPreferred0.43%$654,00033.5K
74PHYSICIANS REALTY TRUSTStock0.43%$648,00046.5K
75BDNBRANDYWINE RLTY TRStock0.43%$644,00061.2K
76FEDERAL REALTY INVT TR PFD C 5Preferred0.42%$630,00028.0K
77ARIAPOLLO COML REAL EST FIN INCStock0.41%$623,00083.9K
78BROOKFIELD PROPERTIES REIT INC 6.375 PFD APreferred0.41%$617,00043.6K
79KIMKIMCO RLTY CORP COMStock0.41%$615,00063.6K
80HRUSDHEALTHCARE RLTY TR COMStock0.40%$600,00021.5K
81SPIRIT REALTY CAPITAL INCStock0.39%$593,00022.7K
82DIGITAL REALTY TRUST INC CUM CONV RED PFD LPreferred0.38%$576,00025.0K
83AMTAMERICAN TOWER CORPStock0.37%$565,0002.6K
84PROLOGIS INC PFD SER QPreferred0.37%$554,0007.7K
85HASIHANNON ARMSTRONG SUST INFR CAP COMStock0.36%$551,00027.0K
86RPT REALTY PFD DPreferred0.36%$539,00017.6K
87NATIONAL STORAGE AFFILIATES TRUST 6 CUM CONV PERPreferred0.35%$528,00023.0K
88ORNPFRETAIL PPTYS AMER INC CL AStock0.34%$510,00098.6K
89PEBBLEBROOK HOTEL TRUST 6.3 CUM RED PFD REGISTERPreferred0.34%$509,00032.3K
90OHIOMEGA HEALTHCARE INVSStock0.34%$508,00019.2K
91STAG INDUSTRIAL INC 6 7/8 CUM RED PFD SHS SERIESPreferred0.33%$505,00020.0K
92NATIONAL RETAIL PPTYS INC DEP SHS PFD FPreferred0.33%$500,00022.8K
93REXFORD INDL RLTY INC RED PFD SER B 5.875Preferred0.32%$480,00021.0K
94SAUL CENTERS INC DEPOSIT SHS REPR 1/100TH 6.125Preferred0.31%$464,00029.0K
95BRXBRIXMOR PROPERTY GROUPStock0.29%$442,00046.6K
96CCICROWN CASTLE INTL CORPStock0.29%$436,0003.0K
97KIMCO RLTY CORP DEP PFD 1/1000Preferred0.28%$425,00019.6K
98DRHDIAMONDROCK HOSPITALITY COStock0.28%$418,00082.3K
99URSTADT BIDDLE PROPERTIES 6.25 PFD HPreferred0.26%$391,00022.0K
100PS BUSINESS PKS INC CALIF COMStock0.26%$386,0002.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021Under review16Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$211M187Oct 18, 202113F-HRchanges · EDGAR ↗
Q2 2021$213M188Jul 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$192M181Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$177M183Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$157M171Oct 22, 202013F-HRchanges · EDGAR ↗
Q2 2020$153M187Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$151M210May 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$358M209Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$366M209Oct 29, 201913F-HRchanges · EDGAR ↗
Q2 2019$187M181Jul 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$182M180May 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.